小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
Archford Capital Strategies, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Archford Capital Strategies, LLC
报告期 2026-03-31 · CIK 0001606609
持仓数
341
前50大市值合计
$550.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 25
增持 79
减持 21
清仓 25
方向
标的
Δ市值
现股数(环比)
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$10.6M
157,090
+1496%
建仓
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
+$10.3M
126,709
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$9.8M
10,284
-91%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
VGSH
VANGUARD SHORT-TERM TREASURY ETF
-$8.4M
13,916
-91%
建仓
VGIT
VANGUARD INTERMEDIATE-TERM TREASURY ETF
+$5.4M
92,886
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$5.0M
259,761
+25%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$4.3M
106,894
+413%
减持
ESGU
ISHARES ESG AWARE MSCI USA ETF
-$3.6M
7,423
-86%
建仓
SAMT
STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF
+$3.3M
143,417
清仓
—
ISHARES IBONDS DEC 2022 TERM CORPORATE ETF
-$3.1M
0
-100%
减持
GOVT
ISHARES U.S. TREASURY BOND ETF
-$2.9M
14,508
-90%
清仓
IGF
ISHARES GLOBAL INFRASTRUCTURE ETF
-$2.7M
0
-100%
增持
VTV
VANGUARD VALUE ETF
+$2.2M
115,246
+1%
增持
IVV
ISHARES CORE S&P 500 ETF
+$2.1M
8,303
+172%
建仓
BILL
BILL COM HLDGS INC COM
+$1.9M
17,000
增持
VIGI
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF
+$1.8M
86,133
+28%
增持
VBK
VANGUARD SMALL-CAP GROWTH ETF
+$1.8M
21,240
+67%
清仓
MBB
ISHARES MBS ETF
-$1.7M
0
-100%
建仓
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$1.7M
30,448
增持
FNDF
SCHWAB FUNDAMENTAL INTERNATIONAL LARGE CO. INDEX ETF
+$1.6M
188,071
+22%
增持
EFAV
ISHARES MSCI EAFE MIN VOL FACTOR ETF
+$1.5M
93,414
+20%
清仓
META
META PLATFORMS INC CL A
-$1.4M
0
-100%
清仓
RPV
INVESCO S&P 500 PURE VALUE ETF
-$1.2M
0
-100%
建仓
IBDV
ISHARES IBONDS DEC 2030 TERM CORPORATE ETF
+$1.1M
54,850
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$1.1M
44,612
+7%
清仓
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
-$1.1M
0
-100%
减持
PCTY
PAYLOCITY HLDG CORP COM
-$1.0M
21,762
-0%
增持
ACWI
ISHARES MSCI ACWI ETF
+$989.0K
15,375
+279%
清仓
RBLX
ROBLOX CORP CL A
-$930.0K
0
-100%
增持
V
VISA INC COM CL A
+$906.2K
27,783
+1%
建仓
IBDW
ISHARES IBONDS DEC 2031 TERM CORPORATE ETF
+$893.7K
44,930
增持
VBR
VANGUARD SMALL CAP VALUE ETF
+$881.1K
46,518
+3%
减持
AMZN
AMAZON COM INC COM
-$788.1K
26,856
-0%
建仓
VTEB
VANGUARD TAX-EXEMPT BOND ETF
+$775.6K
15,672
增持
—
EXXON MOBIL CORP COM
+$762.7K
25,736
+8%
减持
IBDR
ISHARES IBONDS DEC 2026 TERM CORPORATE ETF
-$754.1K
48,861
-40%
增持
QQQ
INVESCO QQQ TRUST
+$741.5K
3,641
+327%
增持
LMT
LOCKHEED MARTIN CORP COM
+$719.3K
5,335
+10%
建仓
ADBE
ADOBE SYSTEMS INCORPORATED COM
+$713.1K
2,119
清仓
DIAL
COLUMBIA DIVERSIFIED FIXED INCOME ALLOCATION ETF
-$668.0K
0
-100%
建仓
IBDX
ISHARES IBONDS DEC 2032 TERM CORPORATE ETF
+$662.8K
27,410
减持
SPT
SPROUT SOCIAL INC COM CL A
-$656.2K
11,650
-46%
建仓
GPN
GLOBAL PMTS INC COM
+$652.5K
6,570
建仓
SSNC
SS&C TECHNOLOGIES HLDGS INC COM
+$647.7K
12,441
增持
MOAT
VANECK MORNINGSTAR WIDE MOAT ETF
+$615.3K
99,358
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$609.9K
12,159
+3%
清仓
DDOG
DATADOG INC CL A COM
-$603.0K
0
-100%
增持
OMFL
INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF
+$596.7K
126,052
+2%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$575.7K
125,338
+6%
增持
JPM
JPMORGAN CHASE & CO COM
+$574.5K
17,364
+3%
清仓
SBUX
STARBUCKS CORP COM
-$572.0K
0
-100%
增持
AVGO
BROADCOM INC COM
+$561.3K
3,286
+14%
增持
XT
ISHARES EXPONENTIAL TECHNOLOGIES ETF
+$558.1K
107,564
+6%
增持
MA
MASTERCARD INCORPORATED CL A
+$553.2K
7,331
+4%
建仓
JMST
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
+$522.1K
10,331
清仓
TSLA
TESLA INC COM
-$516.0K
0
-100%
建仓
PENN
PENN ENTERTAINMENT INC COM
+$515.8K
17,366
建仓
ECL
ECOLAB INC COM
+$510.6K
3,508
增持
COR
AMERISOURCEBERGEN CORP COM
+$502.9K
15,231
+2%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$496.3K
100,555
-2%
清仓
DKNG
DRAFTKINGS INC NEW COM CL A
-$484.0K
0
-100%
减持
AAPL
APPLE INC COM
-$479.3K
55,820
-0%
增持
ABBV
ABBVIE INC COM
+$465.2K
10,100
+16%
增持
HD
HOME DEPOT INC COM
+$463.1K
7,709
+8%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$451.1K
5,951
+11%
增持
SNA
SNAP ON INC COM
+$439.6K
8,432
+14%
减持
—
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF
-$426.7K
63,539
-22%
建仓
ADSK
AUTODESK INC COM
+$426.4K
2,282
增持
BKNG
BOOKING HOLDINGS INC COM
+$426.0K
981
+4%
增持
PM
PHILIP MORRIS INTL INC COM
+$425.5K
16,595
+10%
增持
—
BLACKROCK INC COM
+$416.7K
1,562
+25%
增持
SCHW
SCHWAB CHARLES CORP COM
+$395.0K
21,439
+11%
增持
MSFT
MICROSOFT CORP COM
+$386.9K
46,701
+1%
增持
IBDT
ISHARES IBONDS DEC 2028 TERM CORPORATE ETF
+$386.6K
50,333
+43%
减持
IWY
ISHARES RUSSELL TOP 200 GROWTH ETF
-$385.7K
2,276
-59%
建仓
INTC
INTEL CORP COM
+$376.4K
14,243
清仓
—
SPDR S&P 600 SMALL CAP ETF
-$371.0K
0
-100%
增持
GNR
SPDR S&P GLOBAL NATURAL RESOURCES ETF
+$367.5K
39,643
+4%
清仓
LEG
LEGGETT & PLATT INC COM
-$366.0K
0
-100%
增持
PG
PROCTER AND GAMBLE CO COM
+$364.9K
11,882
+4%
增持
AMGN
AMGEN INC COM
+$355.0K
5,083
+17%
增持
NEE
NEXTERA ENERGY INC COM
+$353.1K
25,025
+13%
增持
EEMV
ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF
+$349.6K
110,737
+2%
清仓
SWKS
SKYWORKS SOLUTIONS INC COM
-$349.0K
0
-100%
清仓
—
ELASTIC N V ORD SHS
-$347.0K
0
-100%
增持
AMAT
APPLIED MATLS INC COM
+$347.0K
9,314
+36%
增持
CVX
CHEVRON CORP NEW COM
+$342.6K
7,280
+9%
清仓
—
AVALARA INC COM
-$341.0K
0
-100%
增持
IBDU
ISHARES IBONDS DEC 2029 TERM CORPORATE ETF
+$340.2K
52,332
+39%
减持
ARKK
ARK INNOVATION ETF
-$337.7K
37,431
-6%
增持
PFE
PFIZER INC COM
+$331.6K
32,175
+7%
清仓
CRWD
CROWDSTRIKE HLDGS INC CL A
-$330.0K
0
-100%
增持
LLY
LILLY ELI & CO COM
+$328.5K
3,921
+15%
增持
TXN
TEXAS INSTRS INC COM
+$321.9K
11,184
+13%
增持
UNP
UNION PAC CORP COM
+$319.6K
8,328
+15%
增持
—
UNILEVER PLC SPON ADR NEW
+$319.5K
35,383
+6%
建仓
TQQQ
PROSHARES ULTRAPRO QQQ
+$317.9K
18,375
增持
BSV
VANGUARD SHORT-TERM BOND ETF
+$316.6K
129,776
+3%
增持
PCAR
PACCAR INC COM
+$314.9K
8,446
+36%
增持
IQV
IQVIA HLDGS INC COM
+$313.0K
10,230
+4%
增持
IBDS
ISHARES IBONDS DEC 2027 TERM CORPORATE ETF
+$309.7K
49,668
+34%
增持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
+$305.7K
12,617
+38%
建仓
BTI
BRITISH AMERN TOB PLC SPONSORED ADR
+$302.0K
7,554
减持
GOOGL
ALPHABET INC CAP STK CL A
-$301.8K
31,465
-2%
建仓
HAS
HASBRO INC COM
+$298.3K
4,890
增持
ENB
ENBRIDGE INC COM
+$289.1K
54,247
+10%
增持
T
AT&T INC COM
+$288.5K
37,400
+43%
清仓
—
ISHARES IBONDS DEC 2022 TERM MUNI BOND ETF
-$284.0K
0
-100%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
+$278.1K
8,373
+26%
清仓
GTLS
CHART INDS INC COM
-$278.0K
0
-100%
清仓
AMD
ADVANCED MICRO DEVICES INC COM
-$272.0K
0
-100%
增持
ABBNY
ABB LTD SPONSORED ADR
+$271.3K
21,284
+45%
减持
PAYC
PAYCOM SOFTWARE INC COM
-$269.0K
11,859
-1%
减持
GEM
GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF
+$267.4K
108,172
-0%
减持
ZS
ZSCALER INC COM
-$262.0K
3,771
-9%
增持
WMT
WALMART INC COM
+$249.3K
17,732
+2%
建仓
BA
BOEING CO COM
+$248.9K
1,307
增持
TROW
PRICE T ROWE GROUP INC COM
+$248.3K
6,265
+51%
减持
SHV
ISHARES SHORT TREASURY BOND ETF
-$246.6K
45,837
-5%
增持
INTU
INTUIT COM
+$244.9K
3,296
+23%
增持
FAST
FASTENAL CO COM
+$243.8K
18,593
+35%
增持
TDIV
FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND
+$240.5K
13,195
+48%
增持
GD
GENERAL DYNAMICS CORP COM
+$240.4K
5,326
+5%
增持
ELV
ELEVANCE HEALTH INC COM
+$239.6K
3,555
+2%
增持
VLO
VALERO ENERGY CORP COM
+$235.9K
11,721
+0%
增持
GILD
GILEAD SCIENCES INC COM
+$235.3K
8,017
+9%
清仓
LYFT
LYFT INC CL A COM
-$234.0K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$233.1K
6,956
+11%
增持
NVS
NOVARTIS AG SPONSORED ADR
+$232.3K
14,410
+2%
清仓
PZA
INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF
-$228.0K
0
-100%
清仓
IONS
IONIS PHARMACEUTICALS INC COM
-$223.0K
0
-100%
增持
PEP
PEPSICO INC COM
+$217.2K
11,066
+1%
增持
DIS
DISNEY WALT CO COM
+$215.3K
10,075
+44%
清仓
FTNT
FORTINET INC COM
-$213.0K
0
-100%
建仓
FCX
FREEPORT-MCMORAN INC CL B
+$207.6K
5,463
减持
HON
HONEYWELL INTL INC COM
+$207.3K
5,060
-4%
建仓
NEM
NEWMONT CORP COM
+$206.7K
4,379
建仓
JNK
SPDR BLOOMBERG HIGH YIELD BOND ETF
+$203.4K
2,260
增持
NVDA
NVIDIA CORPORATION COM
+$201.4K
7,167
+3%
建仓
XSD
SPDR S&P SEMICONDUCTOR ETF
+$201.3K
1,204
增持
MCD
MCDONALDS CORP COM
+$197.0K
4,785
+4%
增持
BDX
BECTON DICKINSON & CO COM
+$188.5K
3,608
+10%
增持
KMB
KIMBERLY-CLARK CORP COM
+$186.1K
5,526
+10%
增持
CSCO
CISCO SYS INC COM
+$186.0K
17,863
+7%
增持
ADI
ANALOG DEVICES INC COM
+$185.0K
5,292
+8%
减持
—
ISHARES IBONDS DEC 2024 TERM CORPORATE ETF
-$182.1K
81,036
-9%
增持
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
+$179.0K
7,970
+25%
增持
COST
COSTCO WHSL CORP NEW COM
+$179.0K
3,281
+17%
增持
GPC
GENUINE PARTS CO COM
+$172.0K
5,325
+6%
减持
UBER
UBER TECHNOLOGIES INC COM
-$171.9K
27,503
-14%
